Web Based CRM Resources - API

Programmatic Access

The Workbooks API allows developers with basic programming skills to have access to information stored inside Workbooks using a simple, powerful and secure Web Service API. Using the Workbooks Process Engine you can host API scripts within Workbooks itself.

The API allows complete access to the majority of Workbooks record types, allowing you to read, create, update and even delete records.  The API is built upon the existing security framework within the product, so you can control access through the API in the same way you control access for your users. 

For the majority of users we recommend using PHP scripts within the Workbooks Process Engine. A presentation complete with an audio-annotated screencast is available. Visit the Workbooks API Training Course page to access the presentation and screencast.

Additional documentation in this section:

• The Developers Guide which provides details on how the API works and provides examples of API code.
• The API Reference which provides details of the Workbooks record types.

We are publishing bindings to the API in various programming languages, these are on github at http://github.com/workbooks/client_lib and they are published under the MIT license. The first such binding is for PHP. If you would like to request bindings for other languages, please ask for them at ideas.workbooks.com.

To make things even simpler the Script Library within Workbooks provides access to Scripts which you can take and add to your own Workbooks database.

Check out the Frequently-Asked Questions about the API or take a look at an example Script.